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Policy and Education Manager

Use one dashboard to track your entire company's adherence to policies and procedures

²ÝÝ®ÊÓƵ³ÉÄê°æ’s Policy and Education Manager is a comprehensive learning and content management system that will help monitor your employees' compliance with current regulations, agency guidelines, and your organization’s best practices.

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Easily control, customize, and manage education from one dashboard

  • Create and manage user accounts
  • Design specific learning paths based on role, topic, or function
  • Develop assessments to track comprehension and course completions

Benefits

  • Automate and track employee learning
  • Stay current with agency guidelines
  • Make sure employees follow specific best practices
  • Track that your company adheres to policies and procedures
  • Keep employees educated and informed
  • Gain insight into dashboard and pipeline views

Trust the technology that's trusted by lenders

Policy and Education Manager is available in two packages to help your board, management team, and employees easily access your company's unique policies, procedures, and responsibilities.

²ÝÝ®ÊÓƵ³ÉÄê°æ’s Policy and Education Manager gives you access to:

  • Policy and procedure manuals with knowledge check
  • Mortgage education packages
  • Custom-branded education management Portal
  • Policy and education consultant

Bring the whole company up to compliance — and stay there

Policy and Education Manager is part of the ²ÝÝ®ÊÓƵ³ÉÄê°æ Compliance Management System that can help you comply with CFPB requirements and:

  • Enforce policies and education
  • Manage vendors
  • Track/resolve customer complaints
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